机器人+出行
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知行科技控股“小工匠”,切入机器人核心零部件
Jing Ji Guan Cha Bao· 2025-05-12 13:38
Core Insights - Zhixing Technology announced the acquisition of a majority stake in Suzhou Xiaogongjian Robot Co., enhancing its control over core components in the robotics industry and synergizing with its capabilities in AI and automation systems [1][2]. Company Overview - Xiaogongjian, established in Suzhou, focuses on the independent R&D of core robotic components, primarily producing integrated joints and customized robotic arms, with over 60 related intellectual property rights [1][2]. - The company has developed three mass-production-oriented integrated joint products, which integrate reducers and motors to optimize module size, control precision, and lifespan [2]. Industry Context - Integrated joints are considered high-value core components in robotics, accounting for approximately 60% of the total cost in industrial robots and nearly half in humanoid robots [1]. - The domestic robotics industry is shifting towards mid-to-high-end segments due to policy, funding, and talent structure adjustments, with a focus on improving the localization level of high-threshold components like integrated joints [3]. Strategic Implications - The acquisition will enable Xiaogongjian to collaborate with Zhixing Technology in financing, system development, and supply chain management, leveraging Zhixing's expertise in AI algorithms and hardware-software integration to accelerate product industrialization [2][3]. - The performance of joint modules directly impacts a robot's responsiveness, stability, and adaptability, indicating a growing demand for high-performance foundational components in various sectors such as manufacturing, healthcare, and commerce [2][3].